Personal Lines Sales Executive (Hybrid) - Patriot Growth Insurance Services

About FBinsure, A Division of Patriot Growth Insurance Services: FBinsure is a leader in providing insurance and risk solutions for our clients. Our mission, through the professionalism, education, and integrity of our employees, working in an innovative and technologically superior environment, is to continually improve our products and services to meet our clients’ needs, allowing us to share our prosperity with our employees and our communities. FBinsure is a proud partner agency of Patriot Growth Insurance Services, LLC.

Position Overview: At FBinsure, we are committed to tailoring insurance to the individual needs of our valued clients. As a Personal Lines Sales Executive, you are more than an insurance agent to our clients. You are an advocate, insurance educator and adept communicator. A Personal Lines Sales Executive’s responsibilities include providing that tailored approach for opportunities that call or walk into our offices, seeking out new business, and rounding and upselling existing accounts. Using your expertise, you will educate and advise personal clients on the right coverage options for their specific needs. Your role will have you working with clients and alongside carrier partners to analyze policies and exposures, understand client needs, and design insurance programs according to FBinsure guidelines. Insurance, while critical, can also be a maze. It’s our mission to ensure our clients are well-advised and know their specific needs and concerns have been addressed. It will be your responsibility to work with clients to ensure they are getting the best coverages and value for their needs, recommend actionable solutions.

Work Arrangement: This is a full-time, hybrid position reporting to our office located at 128 Dean Street, Taunton, MA.

Professional Responsibilities:

• Develop leads and prospects through marketing efforts, centers of influence, and referral opportunities.
• Identify, educate, and assist insureds regarding exposures, coverages, and exclusions.
• Prequalify insurance prospects for insurability and quality of risk.
• Create insurance proposals and make sales presentations to prospective and existing clients on new business.
• Refer clients to other departments for products in commercial lines and financial services.
• Complete and submit applications and related documentation to appropriate insurance markets.
• Consult with prospects on proper insurance coverages and if a group account, advise of program benefits.
• Handle all non-Producer generated new business sales in a timely and accurate manner.
• Educate clients concerning agency payment expectations and cancellation procedures.
• Prepare and deliver binders to insureds.
• Maintain Epic Agency Management system files accurately in accordance with agency guidelines

Qualifications and Requirements:

• 2+ years of experience in a business development/sales function
• Minimum of 1 year of experience in the Property and Casualty Insurance industry
• Active Massachusetts Property & Casualty insurance license
• High school diploma or GED
• Associates degree in Sales, Business Administration, Marketing or similar preferred
• Work from home/hybrid option is available if sales goals are maintained
• Excellent interpersonal and communication skills (both oral and written)
• Proficient with use of Microsoft Office Suite and products
• A passion for being part of a team that drives our company to industry leadership
• Ability to establish and maintain effective working relationships with both peers and clients
• Authorized to work in the U.S. without sponsorship

About Patriot Growth Insurance Services: Founded in 2019, Patriot is a growth-focused national insurance services firm that partners with employee benefits and property and casualty agencies across the United States. Patriot is ranked as the 24th largest broker in the U.S. by Business Insurance and has been named to the 2023 Inc. 5000 list of fastest-growing companies. With more than 2,000 employees operating in over 160 locations across 47 states, Patriot's collaborative model delivers resources and strategic support to its agencies. Patriot creates true alignment with its partner agencies, and its operating philosophy fosters enhanced career opportunities for its dedicated and professional team. We are committed to working with like-minded individuals who share our vision of creating an insurance agency focused on operational excellence and a relentless pursuit of growth.

Patriot offers the opportunity to be a part of a fast-growing company since its inception. We strive to create a flexible and collaborative environment for our employees, and our goal is to provide enhanced career opportunities for our dedicated and professional team.

In addition to a competitive salary, we provide a comprehensive health and welfare program to employees, family members and domestic partners. Employees are eligible for benefits coverage the first of the month following 30 days of employment. We offer:

• Medical, Dental, and Vision Benefits
• Flexible Spending Account (FSA) and Health Savings Account (HSA) and Commuter Transit Programs
• Company paid Short-Term Disability, Long-Term Disability and Group Term Life
• Company paid Employee Assistance Program
• Paid Parental Leave
• Paid holidays
• Personalized PTO
• 401 (k)

Patriot Growth Insurance Services is an equal opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, sex, religion, sexual orientation, national origin, citizenship or immigration status, disability, genetic information, pregnancy, or any other protected characteristic as outlined by federal, state, or local laws.

This policy applies to all employment practices within our organization, including hiring, recruiting, promotion, termination, layoff, leave of absence, compensation, benefits, and training. Patriot makes hiring decisions based solely on qualifications, merit, and business needs at the time. For more information, read through our EEO and DE&I Policy located on our website at www.patriotgis.com.